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Objective

To provide a return that is broadly similar to the benchmark return (before fees and tax) over rolling 5-year periods.

Investment fees & Transaction costs

0.26% p.a.

Minimum timeframe

15 years

Risk level

7 (Very high)

Chance of a negative annual return

6 or greater every 20 years

Returns (as at 31/12/2023)

  • Timeframe Return
     
  • 3 mths 7.91%
  • Financial yr to date 7.28%
  • 1 yr (% pa.) 13.37%
  • 3 yr (% pa.) 11.04%
  • 5 yr (% pa.) 12.13%
  • 7 yr (% pa.) 10.26%
  • 10 yr (% pa.) 9.04%
3 mths Financial yr to date 1 yr (% pa.) 3 yr (% pa.) 5 yr (% pa.) 7 yr (% pa.) 10 yr (% pa.)
7.91% 7.28% 13.37% 11.04% 12.13% 10.26% 9.04%
See past returns
Asset allocation
  • Type Target
  •   Australian shares 100%
  •   S&P/ASX 300 Accumulation Index